Legacy Wealth Management (Idaho)’s DTE Energy DTE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$36.1K	Sell
2025 Q2	$35.1K	Buy
2025 Q1	$35.3K	Hold
2024 Q4	$31.3K	Hold
2024 Q3	$30.2K	Buy